BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WORLD FD ownership

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VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,740,052
-3.4%
49,722
+0.6%
0.44%
+1.4%
Q2 2023$3,872,124
+17.8%
49,421
+7.8%
0.43%
+12.8%
Q1 2023$3,287,611
+10.9%
45,846
+1.9%
0.38%
+4.1%
Q4 2022$2,963,294
+7.4%
44,994
+2.6%
0.37%
-1.3%
Q3 2022$2,758,000
+2.7%
43,849
+8.4%
0.37%
+8.7%
Q2 2022$2,685,000
-3.9%
40,447
+17.3%
0.34%
+7.5%
Q1 2022$2,795,000
+1.5%
34,478
+10.0%
0.32%
+6.3%
Q4 2021$2,754,000
+44.8%
31,345
+29.3%
0.30%
+36.2%
Q3 2021$1,902,000
-3.3%
24,240
-1.4%
0.22%
-3.5%
Q2 2021$1,966,000
+85.5%
24,590
+71.1%
0.23%
+46.8%
Q1 2021$1,060,000
+13.9%
14,375
+8.2%
0.16%
+9.9%
Q4 2020$931,000
+21.5%
13,281
+7.1%
0.14%
+10.9%
Q3 2020$766,000
-0.8%
12,400
-7.3%
0.13%
-6.6%
Q2 2020$772,000
+59.2%
13,375
+26.2%
0.14%
+37.0%
Q1 2020$485,000
+9.2%
10,602
+35.1%
0.10%
+23.5%
Q4 2019$444,000–7,849–0.08%–
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Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders